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United Bankshares

193 hedge funds and large institutions have $1.51B invested in United Bankshares in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 72 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 63

5% more capital invested

Capital invested by funds: $1.43B → $1.51B (+$76.3M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 195193 (-2)

Holders
193
Holders Change
-2
Holders Change %
-1.03%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
72
Reduced
63
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$699K -$38.3K -1,015 -5%
FNBOO
102
First National Bank of Omaha
Nebraska
$687K +$943 +25 +0.1%
SAM
103
Silvercrest Asset Management
New York
$681K -$101K -2,669 -13%
IPC
104
Independent Portfolio Consultants
Florida
$665K +$245K +6,485 +58%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$663K +$11.2K +297 +2%
HFS
106
HL Financial Services
Kentucky
$659K +$179K +4,750 +37%
NIT
107
NumerixS Investment Technologies
British Columbia, Canada
$656K +$660K +17,500 New
Brown Advisory
108
Brown Advisory
Maryland
$646K +$373K +9,880 +135%
Legal & General Group
109
Legal & General Group
United Kingdom
$644K +$108K +2,861 +20%
AQR Capital Management
110
AQR Capital Management
Connecticut
$627K -$555K -14,722 -47%
VKH
111
Virtu KCG Holdings
New York
$627K +$334K +8,846 +113%
PP
112
Palladium Partners
Virginia
$612K
Allianz Asset Management
113
Allianz Asset Management
Germany
$584K
PA
114
Profund Advisors
Maryland
$583K +$8.07K +214 +1%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$547K
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
$536K +$13.6K +360 +3%
Truist Financial
117
Truist Financial
North Carolina
$507K
EWM
118
Evermay Wealth Management
Virginia
$477K
MSA
119
Mason Street Advisors
Wisconsin
$475K +$43.9K +1,163 +10%
AG
120
Aperio Group
California
$434K -$9.7K -257 -2%
OCG
121
Opus Capital Group
Ohio
$426K -$56.6K -1,500 -12%
RJA
122
Raymond James & Associates
Florida
$416K -$1.32K -35 -0.3%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$416K +$42.1K +1,117 +11%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$402K -$54.9K -1,456 -12%
GCP
125
GSA Capital Partners
United Kingdom
$402K +$404K +10,715 New

UBSI Hedge Fund Activity: Q2 2016 in Review

193 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q2 2016, worth a combined $1.51B — up 5.3% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UBSI positions and 15 closed out — a net gain of 1 holder — while 72 added to existing stakes and 63 trimmed.

The largest buyer was Ameriprise, adding an estimated $17.1M. The largest seller was State Street, cutting an estimated $40.3M.

  • 193 institutional investors held United Bankshares (UBSI) as of Q2 2016, down from 195 in Q1 2016.
  • Funds reported $1.51B of United Bankshares stock for Q2 2016, up 5.3% quarter-over-quarter.
  • 16 funds opened new United Bankshares positions in Q2 2016 and 15 closed out, a net change of +1 holder.
  • The largest United Bankshares buyer in Q2 2016 was Ameriprise, an estimated $17.1M added.
  • The largest United Bankshares seller in Q2 2016 was State Street, an estimated $40.3M sold.

Based on aggregated 13F filings for Q2 2016.